Purchases and Sales Made in Q4 2023 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-509- 0.21% |
$118K - $142K
|
239K
$15.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-513- 3.12% |
$119K - $144K
|
16K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-517- 4.57% |
$120K - $145K
|
10.8K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-518- 9.49% |
$120K - $145K
|
4.94K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-522- 1.19% |
$121K - $146K
|
43.2K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-524- 3.3% |
$122K - $147K
|
15.4K
$972K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-525- 12.64% |
$122K - $147K
|
3.63K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-533- 6.26% |
$124K - $149K
|
7.98K
$505K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-533- 1.05% |
$124K - $149K
|
50.1K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-533- 27.73% |
$124K - $149K
|
1.39K
$87.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-533- 22.8% |
$124K - $149K
|
1.81K
$114K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-534- 1.77% |
$124K - $149K
|
29.7K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-534- 8.39% |
$124K - $149K
|
5.83K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-535- 12.69% |
$124K - $150K
|
3.68K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-538- 1.65% |
$125K - $151K
|
32.1K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-540- 34.73% |
$125K - $151K
|
1.02K
$64.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-557- 4.07% |
$129K - $156K
|
13.1K
$829K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-562- 0.47% |
$130K - $157K
|
120K
$7.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-564- 24.61% |
$131K - $158K
|
1.73K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-568- 6.35% |
$132K - $159K
|
8.38K
$530K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-573- 12.2% |
$133K - $160K
|
4.12K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-574- 6.76% |
$133K - $161K
|
7.92K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-574- 1.29% |
$133K - $161K
|
43.9K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-575- 2.07% |
$133K - $161K
|
27.2K
$1.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-580- 21.7% |
$135K - $162K
|
2.09K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-583- 32.39% |
$135K - $163K
|
1.22K
$77K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-595- 23.32% |
$138K - $167K
|
1.96K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-598- 1.21% |
$139K - $167K
|
48.7K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-600- 7.69% |
$139K - $168K
|
7.2K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-602- 40.0% |
$140K - $168K
|
903
$57.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-606- 5.68% |
$141K - $170K
|
10.1K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-606- 3.36% |
$141K - $170K
|
17.4K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-613- 10.75% |
$142K - $172K
|
5.09K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-613- 16.27% |
$142K - $172K
|
3.16K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-616- 2.76% |
$143K - $172K
|
21.7K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-617- 1.68% |
$143K - $173K
|
36.1K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-617- 0.36% |
$143K - $173K
|
169K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-632- 44.32% |
$147K - $177K
|
794
$50.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-633- 4.12% |
$147K - $177K
|
14.7K
$931K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-637- 0.92% |
$148K - $178K
|
68.9K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-637- 13.92% |
$148K - $178K
|
3.94K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-638- 0.73% |
$148K - $179K
|
86.4K
$5.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-639- 26.76% |
$148K - $179K
|
1.75K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-645- 1.13% |
$150K - $181K
|
56.6K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-645- 4.16% |
$150K - $181K
|
14.9K
$940K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-651- 1.9% |
$151K - $182K
|
33.6K
$2.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-659- 24.19% |
$153K - $184K
|
2.07K
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-660- 16.74% |
$153K - $185K
|
3.28K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-667- 0.42% |
$155K - $187K
|
156K
$9.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-668- 31.63% |
$155K - $187K
|
1.44K
$91.3K
|